AI
XL

Analytic Investors’s XL Group Ltd. XL Stock Holding History

Analytic Investors’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-26,758
Closed -$995K – 685
2015
Q2 		$995K Buy
+26,758
New +$1M 0.01% 380
2013
Q4 		– Sell
-98,752
Closed -$3.04M – 631
2013
Q3 		$3.04M Buy
98,752
+60,812
+160% +$1.89M 0.05% 209
2013
Q2 		$1.15M Buy
+37,940
New +$1.18M 0.02% 337

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Analytic Investors's XL Position: Q3 2015 in Review

Analytic Investors sold out of XL Group Ltd. (XL) in Q3 2015, closing a stake of 26,758 shares — an estimated $995K sold.

Analytic Investors first reported a position in XL in Q2 2013 and held it in 3 quarters. The position peaked at $3.04M in Q3 2013. 369 funds tracked by Wall St. Rank hold XL as of Q3 2015.

  • Analytic Investors reported no remaining XL Group Ltd. position as of Q3 2015 after selling out during the quarter.
  • Analytic Investors sold 26,758 XL Group Ltd. shares in Q3 2015, an estimated $995K.
  • Analytic Investors first reported a position in XL Group Ltd. in Q2 2013 and held it in 3 quarters.
  • Analytic Investors's XL Group Ltd. position peaked at $3.04M in Q3 2013.
  • 369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2015.

Based on Analytic Investors's 13F filing for Q3 2015, filed 12 Nov 2015.